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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,584 | $81,233+17.7% | $155,567-38.6% | $80,874+18.2% |
| Participation rate | 22.0% | 66.2%-44.2pp | 78.2%-56.2pp | 67.6%-45.6pp |
| Annual return | -2.31% | 33.33%-35.6pp | 64.74%-67.0pp | 35.62%-37.9pp |
| Employer contribution / active EE | $833 | $3,101-73.1% | $4,674-82.2% | $2,756-69.8% |
| Participant deferral / active EE | $2,332 | $3,452-32.5% | $5,628-58.6% | $4,297-45.7% |
| Admin fee / account holder | $12,556 | $7,998+57.0% | $15,916-21.1% | $6,935+81.0% |